Keel Point, LLC

Institutional manager (13F) · CIK 1386935

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$296M	495,364
2	VANGUARD TAX-MANAGED FDS	$72M	1,127,898
3	NETFLIX INC.	$62M	648,133
4	ISHARES TR	$52M	524,169
5	STATE STR SPDR S&P 500 ETF T	$51M	78,628
6	ISHARES TR	$44M	123,959
7	SPDR GOLD TR	$38M	89,382
8	ISHARES TR	$38M	395,567
9	APPLE INC	$31M	120,688
10	ISHARES TR	$28M	289,749
11	NVIDIA CORPORATION	$26M	146,676
12	SPDR SERIES TRUST	$24M	307,906
13	AMAZON COM INC	$20M	95,386
14	TESLA INC	$19M	51,355
15	ISHARES TR	$18M	42,900
16	ISHARES TR	$18M	82,093
17	VANGUARD INDEX FDS	$17M	84,141
18	MICROSOFT CORP	$15M	39,970
19	ISHARES TR	$14M	142,427
20	ALPHABET INC	$14M	48,045
21	INTUITIVE SURGICAL INC	$13M	28,762
22	BOOKING HOLDINGS INC	$13M	3,085
23	ISHARES TR	$12M	215,833
24	VANGUARD WORLD FD	$12M	51,151
25	SOUTHERN CO	$11M	113,671
26	ISHARES SILVER TR	$10M	145,401
27	ISHARES TR	$10M	82,863
28	ISHARES TR	$10M	14,868
29	ISHARES TR	$10M	76,511
30	BERKSHIRE HATHAWAY INC DEL	$9M	13
31	BLACKROCK ETF TRUST II	$8M	158,488
32	INVESCO QQQ TR	$8M	13,524
33	WALMART INC	$8M	61,439
34	ALPHABET INC	$7M	25,987
35	HOME DEPOT INC	$7M	21,917
36	VISA INC	$6M	21,001
37	META PLATFORMS INC	$6M	11,011
38	JOHNSON & JOHNSON	$6M	25,357
39	BROADCOM INC	$6M	19,393
40	VANGUARD BD INDEX FDS	$6M	81,191
41	FIRST TR EXCHNG TRADED FD VI	$5M	217,171
42	BERKSHIRE HATHAWAY INC DEL	$5M	10,929
43	JPMORGAN CHASE & CO	$5M	17,412
44	ISHARES TR	$5M	36,550
45	STRYKER CORPORATION	$5M	14,917
46	MERCK & CO INC	$5M	39,387
47	VANGUARD INDEX FDS	$5M	14,667
48	ISHARES TR	$5M	54,790
49	AMPHENOL CORP	$4M	33,729
50	EXXON MOBIL CORP	$4M	23,573

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.